How can we help?

• Accounts

  Add your accounts and groups, set balances, adjust a balance, and archive an account.

• Transactions

  Add, clear, repeat, switch off and delete transactions, one at a time or many.

• The overview

  Your balances ahead, the forecast chart, warnings, and money in and out by month.

• The calendar

  See your transactions by week or month, and drag one to another day.

• Importing from Buxfer or a file

  Bring accounts and transactions in from Buxfer, your bank, or any CSV, Excel or JSON file.

Sales

• Getting started with IAPZ Sales

  Set up your business and brands, and find your way around the apps.

• Point of sale

  Ring up sales on your phone or computer, from the home-screen icon to the receipt.

• Recording sales

  Set up taxes and payment methods, record a sale, and find and change your sales.

• Invoices

  Make an invoice, email it as a PDF, and record how it's paid.

• Quotes and estimates

  Make and send a quote, then turn it into a sale or invoice when it's accepted.

• Customer accounts and paying later

  Let customers pay later, take their payments, and see who owes what.

• Price levels and customers

  Wholesale and other price levels, an item's own prices, and each customer's level.

• Importing from Shopify

  Bring your products and orders over from Shopify, and undo an import if you need to.

• Sales from Stripe

  Connect Stripe so its payments come in as sales, each under the right brand.

Inventory

• Getting started with Inventory

  Bring your stock in, count it, and see how sales, packs and locations change it.

• Items

  Add and find items, set prices and taxes, print labels, and change many items at once.

• Purchase orders and receiving

  Order from suppliers, receive deliveries, and handle damage claims and back orders.

• Stock reports

  What your stock is worth, what to reorder, and every change over a period.

People

• People

  Customers, suppliers and organizations: their details, notes, sales and marketing consent.

Your account

• Settings

  Your name, time zone, date format, password, two-step verification and exchange rates.

• Support tickets

  Ask us for help with a support ticket, and follow it to the answer.

• Importing

  Where every import lives, the order to bring Shopify in, and how to undo one.